Filed January 18, 2001 (most recent of 3 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
MERCER5+ years Service code 11 · EIN 13-2834414 | Actuarial | $1,982,476 |
INVESTEC GLOBAL AGG EQTY5+ years Service code 28 · EIN 26-1432844 | Investment Management | $1,570,769 |
MANNING & NAPIER5+ years Filed as: MANNING AND NAPIER ADVISORS Service code 28 · EIN 45-3328488 | Investment Management | $1,426,084 |
WELLS FARGO BANK, N.A.5+ years Filed as: WELLS CAPITAL MANAGEMENT Service code 28 · EIN 95-3692822 | Investment Management | $852,863 |
Filed as: FIDELITY INSTITUTIONAL ASSET MGT Service code 28 · EIN 04-3532603 | Investment Management | $733,636 |
MORNEAU SHEPELL1 year Filed as: MORNEAU SHEPELL LTD Service code 13 · EIN 52-1883918 | Contract Administrator | $642,868 |
MORGAN STANLEY SMITH BARNEY5+ years Filed as: JP MORGAN Service code 19 · EIN 13-3200244 | Securities Custodian | $478,787 |
Filed as: VOYA INVESTMENT MANAGEMENT Service code 28 · EIN 06-1440627 | Investment Management | $403,184 |
NISA INVESTMENT ADVISORS, LLC5+ years Filed as: NISA INVESTMENT ADVISORS Service code 28 · EIN 48-1140940 | Investment Management | $310,173 |
WINSTON & STRAWN LLP3 years Filed as: WINSTON AND STRAWN LLP Service code 29 · EIN 36-1975990 | Legal | $97,706 |
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Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $894,319,009-100.0% | $248,520-100.0% | $894,319,009-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 35.1%-35.1pp | 0.0%0pp |
| Annual return | 21.42% | 24.48%-3.1pp | 239.57%-218.2pp | 24.48%-3.1pp |
| Employer contribution / active EE | $0 | $9,418-100.0% | $43,837-100.0% | $9,418-100.0% |
| Participant deferral / active EE | $0 | $501-100.0% | $575-100.0% | $501-100.0% |
| Admin fee / account holder | $0 | $2,968,729-100.0% | $36,083-100.0% | $2,968,729-100.0% |